How to create custom roles & assign to a user?

The custom roles are created to define user-defined functions. The user can set various permissions for accessing multiple modules. The user can also assign the role to perform specific tasks. First, we need to create the "Custom Roles" under Settings.  

1. Click the “Settings” module from the left panel.  

2. Click the “+ New Custom Role” to create the custom role.  

• Related Articles

• How to create a Job on the Zuper Mobile app?

  Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job.  1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...

• How to managing Roles and Permissions in Zuper?

  Roles of the Employees can be added, updated and customized by using the "Custom Roles" settings.  Please follow the below instructions to make changes. Log in to Zuper with an admin account. Scroll down the menu bar on the left and select ...

• What are all the new permission settings based on Employee’s roles?

  Navigation: Settings --> Custom Roles The various permissions are set across the modules. Based on the settings enabled by the admin, now the field executives or supervisors can View, Edit the controls.   These are the modules we have enabled the ...

• How to Create Custom Customer Fields?

  Although Zuper offers an array of out-of-the-box fields and field types including text, number, date, and attachments, there are provisions to create your own Custom Fields that are tailored to your business. When you create a custom field in the ...

• How to Create Custom Quotation Fields?

  Zuper offers out-of-the-box fields including Quote Date, Expiry Date, Reference Number, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in the Quotes ...